Connect Agile CRM and Booker Merchant

Both apps 132Agile CRM 73Booker Merchant 59

• Trigger
  List all tasks

  list all tasks, surfacing new ones over time

• Trigger
  List contacts

  list contacts, surfacing new ones over time

• Trigger
  List deals

  list deals/opportunities, surfacing new ones over time

• Trigger
  List events

  list events, surfacing new ones over time

• Trigger
  List pending tasks

  list pending tasks within N days

• Trigger
  List tickets

  list help desk tickets by filter, surfacing new ones

• Trigger
  List tracks

  list deal tracks/pipelines

• Trigger
  New contact

  Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.

• Trigger
  New matching contact or company

  Triggers when a new contact or company matches your search query.

• Trigger
  New matching task

  Triggers when a new task matches your filter.

• Action
  Add contact to campaign

  enroll a contact into a campaign by email

• Action
  Add lead score by email

  add lead score to a contact by email

• Action
  Add note by contact email

  add a note to a contact by email

• Action
  Add tags by contact email

  add tags to a contact by email

• Action
  Add tags to contact

  add multiple tags to a contact by ID

• Action
  Add tag to contact

  Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Add ticket note

  add a note to a ticket

• Action
  Change contact owner

  change the owner of a contact

• Action
  Create company

  /contacts (type=company) — create a company record

• Action
  Create contact

  create a full contact record

• Action
  Create deal

  create a deal/opportunity

• Action
  Create deal by contact email

  create a deal for a contact by email

• Action
  Create deal note

  create a note on a deal

• Action
  Create document

  create a document

• Action
  Create event

  create an event

• Action
  Create new contact (just email)

  Creates a new contact using just the email address, then returns the new Contact ID.

• Action
  Create note

  create a note

• Action
  Create task

  create a task

• Action
  Create task by email

  create a task for a contact by email

• Action
  Create ticket

  create a help desk ticket

• Action
  Delete company

  Delete a company.

• Action
  Delete contact

  delete a contact

• Action
  Delete contact note

  delete a contact note

• Action
  Delete deal

  delete a deal

• Action
  Delete event

  delete an event

• Action
  Delete tags by contact email

  remove tags from a contact by email

• Action
  Delete task

  delete a task

• Action
  Delete ticket

  delete a help desk ticket

• Action
  Find contact

  Returns the Contact ID (and contact record) for the given email address.

• Action
  Get company by ID

  Retrieve a company by ID.

• Action
  Get contact by ID

  retrieve a contact by ID

• Action
  Get contact by phone

  look up a contact by phone

• Action
  Get contact deals

  list deals for a contact

• Action
  Get contact documents

  list documents for a contact

• Action
  Get contact events

  list events for a contact

• Action
  Get contact notes

  list notes for a contact

• Action
  Get contact tasks

  list tasks for a contact

• Action
  Get deal by ID

  retrieve a deal by ID

• Action
  Get deal notes

  list notes for a deal

• Action
  Get deals by pipeline

  list deals grouped by pipeline

• Action
  Get deals from track

  list deals filtered by track

• Action
  Get Deals Grouped by Milestone

  Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.

• Action
  Get my deals

  list deals owned by the current user

• Action
  Get task by ID

  retrieve a task by ID

• Action
  Get ticket filters

  list available ticket filters

• Action
  Get ticket messages

  list notes/messages for a ticket

• Action
  List companies

  list companies

• Action
  Remove contact from deal

  remove a contact from a deal

• Action
  Remove tag from contact

  Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Remove tags from contact

  remove multiple tags from a contact by ID

• Action
  Search contact by email

  look up a contact by email

• Action
  Search contact by email (POST)

  look up a contact by email

• Action
  Search contacts by dynamic filter

  search contacts by dynamic filter

• Action
  Update company

  /contacts/edit-properties (company) — update company properties

• Action
  Update contact

  Updates the specified contact's first name, last name, and email properties.

• Action
  Update contact lead score

  update a contact's lead score

• Action
  Update contact property

  update contact properties

• Action
  Update contact star rating

  update a contact's star rating

• Action
  Update deal

  partially update a deal

• Action
  Update deal note

  Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.

• Action
  Update event

  Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.

• Action
  Update task

  partially update a task

• Action
  Update track

  Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.

• Trigger
  New Customer

  Triggered when a new customer is added at a location.

• Trigger
  New Order

  Triggered when a new order is added at a location.

• Trigger
  New or Updated Appointment

  Triggered when an appointment is added or updated.

• Trigger
  New or Updated Appointment Treatment

  Triggered when an appointment treatment line is added or updated.

• Trigger
  New or Updated Customer

  Triggered when a customer is added or updated.

• Trigger
  Updated Customer

  Triggered when an existing customer is updated.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Dependent Customer

  Create a customer that belongs to another customer's account.

• Action
  Create Employee

  Create a new employee.

• Action
  Create Membership

  Create a new membership.

• Action
  Create Room

  Create a new room.

• Action
  Create Special

  Create a special/promotion at a location.

• Action
  Delete Customer

  Delete a customer.

• Action
  Delete Employee

  Delete an employee.

• Action
  Delete Membership

  Delete a membership.

• Action
  Delete Room

  Delete a room.

• Action
  Find Appointments

  List appointments at a location within a date range.

• Action
  Find Customers

  List/search customers at a location.

• Action
  Find Employees

  List employees/staff at a location.

• Action
  Find Location

  Find a single location matching your filters.

• Action
  Find Locations

  List locations for the merchant account.

• Action
  Find Orders

  List orders at a location.

• Action
  Find Packages

  Search the packages a location sells.

• Action
  Find Products

  Search the products available to sell on an order.

• Action
  Find Rooms

  Search the treatment rooms at a location.

• Action
  Find Series

  Search the service series a location sells.

• Action
  Find Specials

  List active specials/promotions at a location.

• Action
  Find Treatments

  List bookable treatments/services at a location.

• Action
  Get Appointment

  Get a single appointment by ID.

• Action
  Get Appointment By Booking Number

  Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.

• Action
  Get Appointments

  Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.

• Action
  Get Customer

  Get a single customer by ID.

• Action
  Get Customer Appointments

  List the appointments booked for one customer.

• Action
  Get Customer Types

  List the customer types configured at a location.

• Action
  Get Employee

  Get a single employee by ID.

• Action
  Get Employee Schedule

  Retrieve an employee's working schedule.

• Action
  Get Gift Certificate Templates

  List the gift certificate templates a location offers.

• Action
  Get Location

  Get a single location by ID.

• Action
  Get Location Cancellation Policy

  Retrieve a location's cancellation policy.

• Action
  Get Location Categories

  List a location's service categories.

• Action
  Get Location Return Policy

  Retrieve a location's return policy.

• Action
  Get Location Schedule

  Get a location's day schedule / business hours.

• Action
  Get Location Sub Categories

  List the sub-categories under a location's service category.

• Action
  Get Package

  Retrieve a package by its id.

• Action
  Get Product Categories

  List the product categories available.

• Action
  Get Product Sub Categories

  List the product sub-categories available.

• Action
  Get Quantity In Stock

  Check the stock level of a product.

• Action
  Get Room

  Retrieve a room by its id.

• Action
  Get Special By Code

  Retrieve a promotional special using its code.

• Action
  Get Treatment

  Get a single treatment/service by ID.

• Action
  Update Customer

  Update a customer record.

• Action
  Update Employee

  Update an existing employee.

• Action
  Update Employee Schedule

  Update an employee's working schedule.

• Action
  Update Location

  Update an existing location.

• Action
  Update Location Cancellation Policy

  Update a location's cancellation policy.

• Action
  Update Location Weekly Day Schedule

  Update a location's weekly opening hours.

• Action
  Update Membership

  Update an existing membership.

• Action
  Update Room

  Update an existing room.

• Action
  Update Treatment

  Update an existing treatment.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.